Simple, Transparent Pricing
Choose the financial planning support that fits your needs. All plans include personalised consultations and ongoing guidance to help you achieve your financial goals.
Individual results may vary significantly based on personal circumstances, market conditions, and implementation of guidance
Past performance does not guarantee future results
Essential Planning
Perfect for getting started
- One monthly consultation (60 minutes)
- Basic financial health assessment
- Email support between sessions
- Access to planning resources library
Advisory Fee: 1.2% annually on managed assets
Additional Consultation Rate: $120 per hour
Comprehensive Planning
Our signature service
- Two monthly consultations (60 minutes each)
- Comprehensive financial planning review
- Priority email and phone support
- Quarterly progress reports and updates
- Access to exclusive planning tools
Advisory Fee: 1.0% annually on managed assets
Additional Consultation Rate: $100 per hour
Premium Partnership
Complete financial guidance
- Unlimited monthly consultations
- Advanced strategic planning and analysis
- Direct phone access to your advisor
- Monthly detailed progress reports
- Tax planning and optimisation guidance
- Priority booking and same-day availability
Advisory Fee: 0.8% annually on managed assets
Additional Consultation Rate: $80 per hour
Payment Information
GST Included: All prices include 10% GST as required by Australian tax law
Asset Management Fees: Advisory fees apply only to assets under direct management and are charged quarterly in arrears
Billing Cycle: Monthly subscriptions are billed in advance on the same date each month via direct debit or credit card
Individual results may vary. Past performance does not guarantee future results. All financial planning involves risk.
Representative APR for financed services 8.9% variable rate
APR applies to payment plan options where available. Terms and conditions apply.
Frequently Asked Questions
Can I change my plan at any time?
Yes, you can upgrade or downgrade your plan with 30 days' notice. Changes take effect at the start of your next billing cycle, and we'll pro-rate any differences in pricing.
What's included in a consultation?
Each consultation includes a comprehensive review of your financial situation, personalised guidance on your goals, and actionable recommendations. We'll also answer any questions and adjust your strategy as needed.
Is there a minimum commitment period?
We require a minimum 3-month commitment for all plans to ensure we can provide meaningful guidance and see results. After that, you can cancel with 30 days' notice.
Ready to Start Your Financial Journey?
Join 171 satisfied clients who've already transformed their financial future with our personalised guidance and ongoing support.
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